Staff Product Designer - Investment Products
Designs end-to-end experiences for investment products, including portfolios, order execution, asset allocation, performance, and risk tools for wealth advisors. Requires 8+ years experience in data-rich financial platforms, expert Figma proficiency, and design systems expertise.
About the job
Responsibilities
- Drive end-to-end product design across discovery, definition, prototyping, validation, and final execution with high velocity and exceptional craft
- Shape design direction for complex investment workflows — portfolios, order execution, asset allocation, performance, and risk — translating them into clear, actionable user experiences
- Partner closely with Product and Engineering to define strategy, surface constraints, and drive high-impact investment product decisions
- Design and validate solutions through rapid prototyping, experimentation, and structured user feedback loops
- Create high-fidelity designs, interactive prototypes, and decision-driving artifacts that directly influence product direction
- Transform dense financial and market data into clear, usable visualizations, dashboards, and decision-support tools
- Contribute to and evolve a scalable design system that supports speed, consistency, and product complexity
- Leverage AI, automation, and modern design tooling to accelerate exploration, iteration, and production readiness
- Elevate design quality and thinking across the organization through critique, feedback, and informal mentorship
- Act as a strategic thought partner to Product and Engineering — helping shape roadmap priorities within the investment domain
- Clearly articulate design rationale grounded in user behavior, financial logic, and business outcomes
Requirements
- 8+ years of product design experience with deep expertise in complex, data-rich digital products
- Proven track record designing investment, trading, wealth management, or financial analytics platforms — institutional or retail
- Strong understanding of investment concepts including market data and pricing mechanics, order types and execution flows, portfolio construction and asset allocation, and performance, risk, and return analytics
- Expert-level proficiency in Figma (components, auto layout, variants, prototyping) and experience evolving design systems at scale
- Strong systems thinker who can operate across multi-step workflows and interconnected product surfaces
- Comfortable operating in ambiguity and rapidly translating loosely defined problems into structured, testable solutions
- High-agency collaborator who thrives in fast-paced startup environments and can independently drive work from concept to execution
- Strong communication skills with the ability to tailor narratives across users, engineers, and executive stakeholders
Nice-to-Haves
- Familiarity with AI-assisted design workflows, no-code tools, and design-to-code pipelines
- Experience mentoring or informally leading other designers in high-growth environments
- Experience working with real-time market data, trading infrastructure, or institutional investment systems
- Background in designing for quantitative or analytical user personas — traders, portfolio managers, or RIAs
Skills
Figma, Design Systems, Prototyping, Ai-Assisted Design, Data Visualization, Dashboards, Investment Workflows, Wealth Management Design, Financial Analytics, User Research
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